|
51
|
Mather Group
Chicago,
Illinois
|
$14.2M
|
+$1.92M
|
+34,901
|
+16%
|
|
|
52
|
Bank of New York Mellon
New York
|
$13.9M
|
+$9.27M
|
+168,663
|
+195%
|
|
|
53
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$13.5M
|
+$1.35M
|
+24,516
|
+11%
|
|
|
54
|
Nachman Norwood & Parrott
Greenville,
South Carolina
|
$13.5M
|
+$484K
|
+8,804
|
+4%
|
|
|
55
|
Biltmore Capital Advisors
Princeton,
New Jersey
|
$13M
|
-$266K
|
-4,833
|
-2%
|
|
|
56
|
Capital One Financial
Mclean,
Virginia
|
$12.8M
|
+$383K
|
+6,966
|
+3%
|
|
|
57
|
Steward Partners Investment Advisory
New York
|
$12.7M
|
-$3.38M
|
-61,598
|
-21%
|
|
|
58
|
QCI Asset Management
Pittsford,
New York
|
$12.7M
|
+$2.36M
|
+42,940
|
+23%
|
|
|
59
|
Whitegate Investment Counselors
Concord,
New Hampshire
|
$12.6M
|
+$2.95M
|
+53,690
|
+30%
|
|
|
60
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$11.9M
|
–
|
–
|
–
|
|
|
61
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$11.8M
|
+$1.01M
|
+18,355
|
+9%
|
|
|
62
|
BBVA USA Bancshares
Houston,
Texas
|
$11.4M
|
+$2.15M
|
+39,052
|
+23%
|
|
|
63
|
SP Asset Management
Cupertino,
California
|
$11.2M
|
+$971K
|
+17,669
|
+10%
|
|
|
64
|
Personal Capital Advisors
Redwood City,
California
|
$11M
|
+$1.02M
|
+18,585
|
+10%
|
|
|
65
|
Fidelity Investments
Boston,
Massachusetts
|
$10.6M
|
+$3.13M
|
+56,936
|
+42%
|
|
|
66
|
Regis Management Company
Menlo Park,
California
|
$10.4M
|
–
|
–
|
–
|
|
|
67
|
|
$10.4M
|
+$3.21M
|
+58,396
|
+44%
|
|
|
68
|
LWS Wealth Advisors
Basking Ridge,
New Jersey
|
$10.4M
|
-$8.96M
|
-163,010
|
-46%
|
|
|
69
|
Eagle Ridge Investment Management
Stamford,
Connecticut
|
$10.2M
|
+$3.61M
|
+65,778
|
+54%
|
|
|
70
|
AdvicePeriod
Los Angeles,
California
|
$10.1M
|
+$2.14M
|
+39,012
|
+27%
|
|
|
71
|
|
$9.65M
|
-$470K
|
-8,546
|
-5%
|
|
|
72
|
Foster & Motley
Cincinnati,
Ohio
|
$9.45M
|
+$1.18M
|
+21,546
|
+14%
|
|
|
73
|
Human Investing
Lake Oswego,
Oregon
|
$9.32M
|
+$2.09M
|
+38,078
|
+29%
|
|
|
74
|
Wealthspire Advisors (New York)
New York
|
$8.83M
|
+$69.4K
|
+1,264
|
+0.8%
|
|
|
75
|
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
$8.26M
|
+$8.3M
|
+151,123
|
New
|
|
